AM
CFP
AM
CFP

Andrea Mcmurran

24 Years of Experience
Suffolk, VA
Broker

Andrea Mcmurran is a CFP-designated registered investment advisor, based in Suffolk, VA, with 24 years of industry experience.

Location

5806 Harbour View Blvd, Suite 202, Suffolk, VA, 23435

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrea owns rental real estate property with her husband since April 2024, dedicating minimal time to it. She also works as a Vice President for Towne Wealth Management, a subsidiary of Towne Bank, spending about half her time in this role as a financial advisor with Raymond James.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services Advisors, INC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Monaco Capital Management, LLC
February 2009 - December 2023 · 14 yrs 10 mos
Raymond James Financial Services, INC.Broker
November 2003 - December 2019 · 16 yrs 1 mo
UBS Financial Services INC.Broker
April 2003 - November 2003 · 7 mos
UBS Financial Services INC.
April 2003 - November 2003 · 7 mos
UBS Painewebber INC.
March 2002 - August 2002 · 5 mos
UBS Painewebber INC.Broker
October 2000 - August 2002 · 1 yr 10 mos
State Registrations13 states
CACOCTFLMDMONCNJPASCTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andrea Mcmurran - Financial Advisor | TrueAdvisor